This course will give you an in-depth understanding of the fundamental concepts of ViewPoint Document Management. As you work through the course sections and lessons, you will get intimately familiar with the Document Management component and how it differentiates from other systems.
The course is divided into 13 sections that take you through the various parts of the component. At the end of each section is a short quiz for you to enjoy and test your knowledge of the section.
Provides an overview of the course and introduces you to the Document Management component.
This section will cover all the key terms and concepts you'll use as you work your way through the course.You'll learn about the ViewPoint Filing Cabinet, Indexes and delve into Document Holders and and the Documents themselves.
In this section you will learn how to search and retrieve documents from the Document Manager. There are many ways to find a stored document and you'll cover both the standard and advanced methods.
Storing Documents and Emails
Working with Documents and Emails
This section covers how you can produce correspondence with information extacted from ViewPoint Entity Administration such as names, email addresses etc. You'll also look at document version management and how you can scan documents from your scanner straight into ViewPoint. You will also learn about the Document Management Audit Trail.